TFO

Tarbox Family Office Portfolio holdings

AUM $622M
1-Year Est. Return 16.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1 +$3.84M
2 +$1.92M
3 +$1.08M
4
COIN icon
Coinbase
COIN
+$937K
5
MYOV
Myovant Sciences Ltd.
MYOV
+$884K

Sector Composition

1 Technology 7.12%
2 Healthcare 3.8%
3 Financials 3.06%
4 Communication Services 2.06%
5 Real Estate 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7K ﹤0.01%
42
552
$7K ﹤0.01%
141
553
$7K ﹤0.01%
7
554
$7K ﹤0.01%
374
555
$7K ﹤0.01%
110
556
$7K ﹤0.01%
254
557
$7K ﹤0.01%
395
-34
558
$7K ﹤0.01%
43
559
$7K ﹤0.01%
99
+25
560
$7K ﹤0.01%
180
561
$7K ﹤0.01%
254
562
$7K ﹤0.01%
34
563
$7K ﹤0.01%
98
564
$7K ﹤0.01%
17
+4
565
$7K ﹤0.01%
97
566
$7K ﹤0.01%
21
567
$7K ﹤0.01%
298
568
$7K ﹤0.01%
+68
569
$7K ﹤0.01%
144
570
$7K ﹤0.01%
12
571
$7K ﹤0.01%
341
572
$6K ﹤0.01%
190
573
$6K ﹤0.01%
30
574
$6K ﹤0.01%
120
575
$6K ﹤0.01%
58